
Chipmakers: AI Hype Boosts Prices, But For How Long?
Artificial intelligence euphoria has sent chipmaker stocks soaring. But a Morgan Stanley analyst warns: perhaps we've run too far.
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Saturday, August 1, 2026
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Artificial intelligence euphoria has sent chipmaker stocks soaring. But a Morgan Stanley analyst warns: perhaps we've run too far.

Is AI hype a bubble or not? Samsung found out the hard way, disappointing investor expectations. The tech market felt the pinch immediately.

Fresh off a blockbuster debut on mainland Chinese exchanges, MetaX is now eyeing Hong Kong for a second public offering. When chip stocks are on fire, smart companies don't sit on the sidelines.
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For years, the chip market was a one-company show: Nvidia ruled, everyone else stayed quiet, end of story. Now that traditional processors are suddenly relevant again, the chipmakers are dusting off their favorite game — making sure their hardware looks like the winner in whatever numbers matter most.

Intel just pulled off the kind of stock market bounce that seemed impossible months ago. The reason: Trump announces the chipmaker will team up with Apple to design and manufacture chips domestically — a move that could actually flip the script on decades of Asian supply chain dominance.